IMBAX Mutual Fund

IMBAX Mutual Fund

NAV$9.17
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Returns Overview

1 Month
+0.21%
3 Months
+0.40%
6 Months
+0.27%
YTD
+0.99%
1 Year
+2.40%
3 Years (annualized)
+4.17%
5 Years (annualized)
+1.53%
10 Years (annualized)
+1.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IMBAX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays 1-3 Year US Government/ Credit Bond Index(I03799US)
This Mutual Fund (YTD)
+0.99%
Peer Avg (YTD)
+2.15%
vs Peers
-1.16%

IMBAX Mutual Fund Performance

IMBAX performance across multiple time periods: 1-month 0.21%, YTD 0.99%, 1-year 2.40%, 3-year 4.17%, 5-year 1.53%, 10-year 1.55%.

IMBAX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

IMBAX vs another fund shows side-by-side returns. IMBAX alternatives are available in the Mutual Fund Screener.